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Key Points We’re reiterating our Overweight rating for BA post the firm’s 2Q earnings call earlier this week, and we’re raising our target price by USD7 to USD272 while continuing to...
Key Points Q2 EBITDA and EPS beat; outlook commentary positive Higher-than-forecasted volumes in Chile, Geismar, and Egypt We rate Methanex shares Overweight, with a USD45 per share target price Summary Methanex announced Q2’25 earnings after...
Key Points Q2'25 EBITDA and EPS miss on lower volumes 2025 EBITDA guidance lowered and dividend cut by 60% We rate Tronox shares Overweight with a 12-month target price of USD17 per share Summary Tronox...
Key Points We’re updating our forecast for HXL post the firm’s 2Q25 earnings report earlier this week and reiterating our Overweight rating on the shares. After enduring a long period of...
Key Points Slight Q2’25 EBITDA and EPS beat on unplanned CAPV operational events Below consensus Q3’25 guidance. ECU PCI ticked up again We rate Olin shares Overweight with a 12-month target price of...